KENNONDALE CAPITAL MANAGEMENT

RIASEC RegisteredEst. 2025
Total AUM
$142M
Discretionary
$142M
100% of AUM
Avg account
$10.1M
Accounts
14
Employees
3
Advisory reps
3

Firm details

Headquarters
RICHMOND, Virginia
CRD number
299863
Registered since
April 25, 2025
Custodians
CHARLES SCHWAB & CO., INC., U.S. BANCORP INVESTMENTS, INC.
Fee structure
Percentage of AUM
Client types
  • Pension & Profit Sharing Plans40.48%
  • HNWI37.24%
  • Corporations / Businesses22.28%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Kennondale Capital Management is an equity-focused registered investment adviser that runs discretionary portfolio management for both individuals/small businesses and for business or institutional clients. The firm charges fees as a percentage of assets under management and reports a clear preference for exchange-traded equities as its primary allocation vehicle. Kennondale is not an active ESG investor and does not identify as a capital allocator; instead its profile points to a manager that builds liquid, tradable equity exposures supplemented by selected external alternative managers. The firm’s investment posture is built around separately managed accounts and exchange-listed instruments, emphasizing liquidity and tradability. Kennondale also allocates to third-party alternatives — hedge funds and real estate — for diversification and return enhancement, and uses mutual funds as an additional, complementary vehicle. Advisory activity is focused on portfolio management rather than pension consulting or multi-state adviser complexity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

3 of 3
  • Matthew Nicholson-Lewis

    AnalystCRD 7962285

  • Samuel Snoddy

    Compliance AdministratorCRD 8133518

  • Andrew Slay

    Managing PrincipalCRD 6561061

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

RICHMOND, VA

HENRICO

Location

RICHMOND, VA

Headquartered in RICHMOND, VA, in the South of the United States.

Region
South
County
HENRICO
Address
6800 Paragon Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth